Client Services Coordinator

Bachelor’s degree in Business, Finance, Economics, Engineering, Data/Analytics, or related field preferred. 2–4+ years of experience in coordination, operations, analyst, or client services. Strong proficiency with Google Sheets or Excel (filters, pivot tables, basic formulas). Experience with collaboration or project management tools (e.g., Karbon, Asana, Monday.com, ClickUp). Demonstrated ability to learn new systems quickly. Clear and professional communication skills. High degree of confidentiality and discretion.

Assist with prospect quoting process, including preparing and tracking quotes. Organize and analyze historical quote data for trends and decision support. Coordinate and analyze team availability and utilization for staffing. Maintain Google Sheets, Airtable, and Karbon workspaces. Support administrative and operational tasks for client service teams. Collaborate with internal stakeholders for smooth handoffs. Identify opportunities to streamline workflows and improve processes.